Our Philosophy

Our philosophy is quite simple. We want to get to know you in order to help you make the best decisions possible. 

When it comes to managing your money, you can rely on us to help you clarify your investment goals and create a plan to achieve those goals. We're committed to helping you, whether you're an individual investor or a small-business owner trying to better manage a retirement plan.  

Our firm believes in the following principles:

A Fee Based Pricing Model

A fee based business model allows us to maintain independent judgment, which means we put your interests ahead of our own. Commissions are not a factor and are eliminated as a consideration. Our ultimate goal is to help you develop a plan for success. 

A Unique, Investment Discipline Approach To Portfolio Risk Management

We know that successful asset management involves knowing when to buy and when to sell. What makes us unique is that we combine fundamental analysis with technical analysis, the study of price movement, to help achieve favorable returns for our clients. The ability to perceive and manage risk, while striving to preserve our clients' wealth, is of foremost importance to us.

A Family Office Approach To Client Service

We will provide guidance through your working and retired years. We’ll help you save for your child’s education and guide you through the college process when you are ready. In addition to our portfolio management services, we are a resource for other expertise you may need. As your family changes, we'll guide you to meet those needs. We are, quite simply, always at your service.

A Multi-Generational Approach to Financial Planning

We look beyond your living years and consider your children and grandchildren in our recommendations to ensure long-term financial security for your family.

Giving Back to Our Community

We are thankful for what we have and want to share our experiences and time with others. From promoting employee volunteerism to sponsoring programs, we work to make a difference.

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